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Tuttle Capital Management’s Interactive Brokers IBKR Stock Holding History

Tuttle Capital Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-28,864
Closed -$527K – 306
2021
Q1 		$527K Buy
+28,864
New +$520K 0.21% 125
2020
Q3 		– Sell
-52,508
Closed -$548K – 157
2020
Q2 		$548K Buy
+52,508
New +$549K 0.39% 65
2018
Q2 		– Sell
-102,652
Closed -$1.73M – 130
2018
Q1 		$1.73M Buy
+102,652
New +$1.7M 1.39% 18

Other funds holding IBKR

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Tuttle Capital Management's IBKR Position: Q2 2021 in Review

Tuttle Capital Management sold out of Interactive Brokers (IBKR) in Q2 2021, closing a stake of 28,864 shares — an estimated $527K sold.

Tuttle Capital Management first reported a position in IBKR in Q1 2018 and held it in 3 quarters. The position peaked at $1.73M in Q1 2018. 319 funds tracked by Wall St. Rank hold IBKR as of Q2 2021.

  • Tuttle Capital Management reported no remaining Interactive Brokers position as of Q2 2021 after selling out during the quarter.
  • Tuttle Capital Management sold 28,864 Interactive Brokers shares in Q2 2021, an estimated $527K.
  • Tuttle Capital Management first reported a position in Interactive Brokers in Q1 2018 and held it in 3 quarters.
  • Tuttle Capital Management's Interactive Brokers position peaked at $1.73M in Q1 2018.
  • 319 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2021.

Based on Tuttle Capital Management's 13F filing for Q2 2021, filed 21 Jul 2021.